Access Investment Advisors Inc.
Access Investment Advisors Inc. (CRD# 109006) is a financial advisory firm headquartered in Manitowoc, WI. They manage $118,799,588 in 497 accounts and serve the financial needs of clients across 3 states (or territories).
Total Assets Under Management119MILLION
Total Number of Accounts497ACCOUNTS
Average Account Value$239,033
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
AZ, TX, WI
William Casey (CRD# 1094418) is an Investment Advisor Representative working at Access Investment Advisors Inc. in Manitowoc, WI and has over 33 years of experience in the finance industry. William Casey has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Jared Meyer (CRD# 6305445) is an Investment Advisor Representative working at Access Investment Advisors Inc. in Manitowoc, WI and has over 2 years of experience in the finance industry.